Wealth Enhancement Advisory Services’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.4M Buy
221,277
+12,514
+6% +$1.38M 0.04% 371
2025
Q1
$24M Sell
208,763
-2,414
-1% -$277K 0.05% 348
2024
Q4
$27.9M Buy
211,177
+1,565
+0.7% +$207K 0.05% 306
2024
Q3
$38M Sell
209,612
-24,803
-11% -$4.5M 0.08% 231
2024
Q2
$34M Buy
234,415
+26,117
+13% +$3.79M 0.08% 234
2024
Q1
$34.7M Buy
208,298
+5,036
+2% +$838K 0.09% 218
2023
Q4
$29.3M Buy
203,262
+195,100
+2,390% +$28.1M 0.09% 221
2023
Q3
$887K Buy
+8,162
New +$887K ﹤0.01% 1152
2017
Q2
Sell
-20,840
Closed -$1.01M 169
2017
Q1
$1.01M Buy
+20,840
New +$1.01M 0.11% 85